Andrew K. Fry
IFS GROUP
MECHANICSBURG, PA 17055
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CRD#: 6568752
Professional summary
Andrew Kenneth Fry, CFP® is a registered financial advisor currently at IFS GROUP located in Mechanicsburg, Pennsylvania and LPL FINANCIAL LLC located in Mechanicsburg, Pennsylvania.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Andrew has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Long-term Care
Divorce Planning
Life Transitions
Socially Responsible Investing
Tax Planning
Retirement Planning
Debt Management
Inheritance
Social Security Planning
Retirement Income Management
Budgeting
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 11/13/2015 - Bridgeport Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/16/2015 - 160 Hours Per Month/6 Hour During Securities Trading - Time Spent 100% 2. 06/20/2023 - Bridgeport Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 05/23/2023 - 10 Hours Per Month/ 1 Hour During Securities Trading 3. 12/11/2023 - IFS Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/30/2023 - 160 Hours Per Month/ 150 Hours During Trading 4. 07/30/2024 - IFS GROUP LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 07/01/2024 - 120 Hours Per Month/ 100 Hours During Trading - I provide investment advisory services to IFS Group, LLC, an independent investment advisor firm. I started this business activity in 7/2024. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm�s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Kenneth Fry's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2022
Experience
Current
July 1, 2024 - Present
IFS GROUP
Office #1: 1205 Manor Drive Ste 200, Mechanicsburg, PA 17055RIA
CRD#: 328774
MECHANICSBURG, PA
Current
December 14, 2015 - Present
LPL FINANCIAL LLC
Office #1: 1205 Manor Drive, Ste 200, Mechanicsburg, PA 17055RIA
BD
CRD#: 6413
Mechanicsburg, PA
Past
March 1, 2016 - June 11, 2024
LPL FINANCIAL LLC
RIA
CRD#: 6413
LEMOYNE, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IG
IFS GROUP
IFS GROUP | IFS GROUP, LLC
CRD#: 328774 / SEC#: 801-129581
RIA
Registered Investment Advisory firm - (2/29/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(12/12/2022)
RR
Maryland(2/26/2025)
RR
Pennsylvania(2/29/2016)
IAR
Pennsylvania(7/1/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IG
IFS GROUP
IFS GROUP | IFS GROUP, LLC
CRD#: 328774 / SEC#: 801-129581
RIA
Registered Investment Advisory firm - (2/29/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1205 Manor Drive Ste 200, Mechanicsburg, PA 17055
Mailing Address
Phone number
(717) 766-1144
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 297 |
| AUM (Assets Under Management) | $ 210,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
